See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,781 | $105,998-50.2% | $92,233-42.8% | $147,584-64.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 17.70% | 50.05%-32.3pp | 176.28%-158.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,910 | $4,333-55.9% | $3,679-48.1% | $4,876-60.8% |
| Participant deferral / active EE | $3,232 | $4,478-27.8% | $3,897-17.1% | $5,439-40.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |